CG: Can Lowe’s Play Catch-up Under New Leadership?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 29 May 2018
⏱️ 31 minutes
🧾️ Download transcript
Summary
After years of playing of second fiddle to Home Depot, Lowe’s recently tapped J.C. Penney CEO Marvin Ellison to help usher the brick-and-mortar retailer into the future. While the home improvement space has resisted competition from online players, neither of the industry leaders are strangers to innovation and change. The cast also covers the latest updates from the Walt Disney and Fox acquisition. Stocks: LOW, HD, DIS, FOX, FOXA, CMCSA
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Industry Focus, the podcast it dives into a different sector of the stock market every day. |
| 0:06.5 | I'm your host, Fitz and Shen and we're pre-recording again for this episode to go live on Tuesday, May 29th. |
| 0:11.5 | Joining me in the full HQ studio here in Old Town, Alexandria, is Dan Klein. |
| 0:16.7 | Hey Dan, thanks for coming in. |
| 0:17.7 | Hey Vince, thanks for having me. |
| 0:18.8 | Yeah. |
| 0:20.1 | Back really soon in the D.C. area, What's got you in town this time? |
| 0:23.7 | Oh, I just came to see you guys. |
| 0:25.7 | It's probably the best way to put it. |
| 0:27.2 | Okay, so no family stuff? |
| 0:28.6 | A little bit. |
| 0:29.5 | Might see some family, but if I don't see them |
| 0:31.8 | and then they see this show, then I'm in all sorts of trouble. |
| 0:34.0 | Fair enough. Your timing is excellent because there have been two stories this week that I wanted to talk to you about for this show and the first is the |
| 0:45.0 | emergence of Comcast with a serious counteroffer for the 21st century Fox |
| 0:51.0 | assets that Walt Disney originally claimed in the big deal that they announced back in December. |
| 0:56.5 | Well, it's like a promise ring before an engagement. They haven't made an offer. |
| 1:00.3 | Yes. They've just said, hey, we're gonna make an offer and it's contingent on the AT&T Time Warner merger and sort of how the tea leaves read on that one. |
| 1:10.0 | So we'll get into all those details but before we break into the latest developments |
| 1:16.9 | I want to take a minute to just recap the deal between Fox and Disney because there's some |
| 1:21.7 | important context there as we compare |
| 1:23.8 | that agreement to what Comcast might ultimately offer. So late last year |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.